
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
Hedgeye Podcasts
The Surface Caving In
I mean, what you basically see on the outward is exactly how we are inside. So there's really nothing from that perspective. I don't even think we've gotten a true taste or sort of feel for what could really come down the pipe. And then in terms of caving in, I think it depends on whether GEP is increased again. The growth side of the equation has gone higher for the last two quarters.
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